New Consolidated Organization Wizard

Access this wizard with Administrative user rights using File>New Consolidated Organization.

Use this wizard to create a consolidated organization, which combines two or more organizations with the same chart of accounts structure.

The following options are available:

  • Migrate the chart of accounts;
  • Create reporting groups;
  • Maintain closing account assignments;
  • Change financial statement formats; and
  • Balance detail data from each organization specified.

The following list displays the work flow of the New Consolidated Organization Wizard. Click the link to view detailed information about each panel:

Work flow: